See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,532 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 49 5 REVERE DR STE 500 · NORTHBROOK, IL 60062 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,113 | $66,528-26.2% | $86,874-43.5% | $86,799-43.4% |
| Participation rate | 57.5% | 72.4%-14.8pp | 71.6%-14.1pp | 72.3%-14.8pp |
| Annual return | 12.98% | 19.56%-6.6pp | 63.52%-50.5pp | 97.91%-84.9pp |
| Employer contribution / active EE | $1,620 | $2,007-19.3% | $2,495-35.1% | $2,405-32.6% |
| Participant deferral / active EE | $3,394 | $3,240+4.8% | $3,699-8.2% | $4,131-17.8% |
| Admin fee / account holder | $15 | $148-90.1% | $5,828-99.7% | $170-91.4% |